Aeronautics Statewide Aviation Plan and Divison Strategic Plan RFR Amended 6.18.2024.pdf

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THE COMMONWEALTH OF MASSACHUSETTS

MASSACHUSETTS DEPARTMENT OF TRANSPORTATION

AERONAUTICS DIVISION

ONE HARBORSIDE DRIVE, SUITE 205N

LOGAN OFFICE CENTER

EAST BOSTON, MA 02128

Request for Response (RFR)

Document Title:

Development of Massachusetts Statewide Aviation System Plan & MassDOT Aeronautics Division Strategic Plan

COMMBUYS Bid#: BD-24-1030-CPO1-CPO1-103844

Agency Document Number: ASMP-2024-STW-06

June 4, 2024

Amended 6.18.2024 section 7.6.2

Please Note: This is a single document associated with a complete Bid (also referred to as Solicitation) that may be found on COMMBUYS (www.commbuys.com). Bidders are responsible for reviewing and adhering to all information, forms, and requirements for the entire Bid, which are incorporated into the Bid. Bidders also may contact the OSD Help Desk at OSDHelpDesk@mass.gov or by phone at 1-888-MA-STATE (1-888-627-8283). The OSD Help Desk is staffed from 8:00 p.m. to 5:00 p.m. Monday through Friday, Eastern Standard Time, except during federal, state, and Suffolk County holidays.

http://www.commbuys.com/ mailto:OSDHelpDesk@mass.gov

Table of Contents Page ii

1 RFR INTRODUCTION AND GENERAL DESCRIPTION

1.1 PROCUREMENT SCOPE AND DESCRIPTION

1.1.2 Applicable Procurement Law

1.1.3 Number of Awards

1.1.4 Adding Contractors After Initial Contract Award………………………………………….2

1.1.5 Eligible Entities………………………………………………………………………………….2

1.1.6 Acquisition Method(s)………………………………………………………………………….2

1.1.7 Contract Duration……………………………………………………………………………….2

1.1.8 Contract Expansion…………………………………………………………………………….3

1.1.9 Estimated Value of the Contract…………………………………………………………….3

1.1.10 General Procurement Information………………………………………………………….3

2 ESTIMATED PROCUREMENT CALENDAR

2.1 Written Questions via the Bid Q&A on COMMBUYS

2.2 Locating Bid Q&A

2.3 Amendment Deadline

2.4 Oral Presentations/Product Demonstrations

2.5 Specific Scoping Items………………………………………………………………………………….5

3 SPECIFICATIONS

3.1 Required Responses:

3.2 Bidders must specifically address each request for information contained herein. If a Bidder cannot comply with any requested information, an explanation must be provided as part of the response

3.2.1 Company Certifications and Affiliations

3.2.2 Company Experience

3.2.3 Financial Stability Including Bankruptcy, Litigation, and Contract Defaults

3.3 Statement of Work (SOW) requirements

3.4 Compensation Structure/Pricing

3.5 Affirmative Action/Equal Employment Opportunity (AA/EEO)

3.5.1 Minority/Women Business Enterprise (M/WBE) Participation

3.5.2 Executive Order 515, Establishing an Environmental Purchasing Policy

4 OTHER TERMS

4.1 Reporting

4.2 Security and Confidentiality

4.3 Contract Management (Contractor’s Interface with Commonwealth’s Contract

Manager) Accessibility Guidelines for Consultants/Contractors Minimum Requirements

5 AUDIT

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6 EVALUATION CRITERIA

6.1 Evaluation Components

7 HOW TO SUBMIT A QUOTE

7.1 Quote Submission Method

7.2 COMMBUYS Quote Submission Training and Instructions

7.3 COMMBUYS Support

7.4 Bid Opening Date/Time

7.5 Quote Contents

7.5.1 Electronic Signatures

7.5.2 Acceptable Forms of Signature

7.6 Limits and Restrictions

7.6.1 File Size Limits

7.6.2 File Format Restrictions

7.6.3 Documents and Items That Cannot be Submitted Electronically

7.7 Withdrawing a Quote

7.7.1 Prior to Bid Opening Date/Time

7.7.2 After Bid Opening Date/Time

7.8 Additional Quote Terms

7.8.1 Prohibition Regarding Contract Terms

7.8.2 Bidder Response Form

7.8.3 Aeronautics Division M/WBE Forms

8 APPENDIX 1 – REQUIRED TERMS FOR ALL RFRS

8.1 General Procurement Information

8.1.1 Access to Security-sensitive Information

8.1.2 Alterations

8.1.3 Ownership of Submitted Quotes

8.1.4 Prohibitions

8.2 Terms and Requirements Pertaining to Awarded Contracts

8.2.1 Commonwealth Tax Exemption

8.2.2 Contractor’s Contact Information

8.2.3 Publicity

9 APPENDIX 2 - INSTRUCTIONS FOR EXECUTION AND SUBMISSION OF

COMMONWEALTH STANDARD FORMS

9.1 Commonwealth Standard Contract Form

9.2 MassDOT Terms and Conditions/MassDOT IT Terms and Conditions

9.3 Request for Taxpayer Identification Number and Certification (Mass. Substitute W9 Form)

9.4 Contractor Authorized Signatory Listing

9.5 Current Environmentally Preferable Products / Practices Form

9.6 Prompt Payment Discount Form

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10 APPENDIX 3 – INSTRUCTIONS FOR VENDORS RESPONDING TO BIDS

ELECTRONICALLY THROUGH COMMBUYS

RFR for ASMP-2024-STW-06 / COMMBUYS Bid# BD-24-1030-CPO1-CPO1-103844

1 RFR INTRODUCTION AND GENERAL DESCRIPTION

1.1 PROCUREMENT SCOPE AND DESCRIPTION

The Commonwealth of Massachusetts through the Massachusetts Department of Transportation (MassDOT) Aeronautics Division (herein Aeronautics Division) is soliciting Bidders for the acquisition of consultant services to develop the Commonwealth of Massachusetts Statewide Aviation System Plan and MassDOT Aeronautics Division Strategic Plan.

Interested parties are invited to submit Proposals highlighting their specific interest and recent experience (over the past 5 years) pertaining to Aviation System Planning and Strategic Planning. Interested parties are encouraged to team with individuals/sub-consultants with the following areas of expertise: forecasting, facility/system planning, strategic operating planning, and capital investment requirement analysis.

1.1.1 BACKGROUND

The aviation industry is entering uncharted territory with the emergence of Advanced Air Mobility (AAM), NextGen systems, autonomous flight vehicles, and the need for new vertiports, software systems, intermodal connections, and operational sustainability. People and air cargo delivery systems are changing, and Massachusetts is on the cutting edge of this technology and systems development. As such, traditional methods of conducting aviation system plans must change and adapt to the new planning ecosystems.

Policy directives in MassDOT look to incorporate NextGen air systems, including foundational dimensions noted in the World Economic Forum (WEF) Los Angeles "Principles of the Urban Sky" which need to guide our planning for multimodal mobility options for the future. It is crucial that the forthcoming draft of the AAM Integrated Task Force (ITF) roadmap, MassDOT Aeronautics’ Strategic Plan, and the MassDOT Office of Transportation Planning's "Beyond Mobility" initiative are also incorporated into this planning effort.

To align aviation planning with the MassDOT CIP Planning, the planning horizon must be to the year 2050. This will match the 2050 Statewide Long-Range Transportation Plan (called Beyond Mobility), and better position Aeronautics to participate in capital investments in aviation facilities and systems.

The forward-thinking aviation system plan must also address conventional airport planning needs through the year 2050. In this regard, forecasts of aviation activity must be developed that take into account current technologies, but also include future advancements which will enable residents of Massachusetts to take advantage of seamless intermodal transportation systems, which involve air and ground interface.

Forecasting, facility planning, and capital investment requirements are the primary outputs of this planning effort.

Furthermore, MassDOT is requesting information in the form of white papers to understand the predicted impacts and necessary policy responses arising from various new technology challenges and other aviation-related issues. These white papers will help inform decision-makers and stakeholders as they navigate the complexities of the ever-evolving aviation landscape.

In summary, Massachusetts is poised to lead the way in shaping the future of aviation system planning by embracing innovative technologies and practices, fostering a collaborative environment, and integrating critical policy frameworks. This comprehensive approach will ensure that the state remains at the cutting edge of aviation advancements and offers its residents a seamless, efficient, and sustainable transportation experience well into the future.

1.1.2 Applicable Procurement Law

This Bid is issued under the following law(s):

MGL c. 7C, §58

1.1.3 Number of Awards

It is anticipated that MassDOT will award a contract to a single vendor. However, MassDOT will allow the vendor to be either a single entity or a business partnership of more than one entity. MassDOT may award to multiple vendors if it is in the best interests of the MassDOT to do so.

Bidders may propose subcontractors, all of whom must be disclosed in full and approved by MassDOT.

The subcontractor information furnished must include a description of the work to be performed by each subcontractor and the percentage of the total effort that work represents. MassDOT will hold the Bidder responsible for meeting the requirements of the contract even if a subcontractor is performing specific services.

1.1.4 Adding Contractors After Initial Contract Award

MassDOT and the SST may determine during the life of this contract that additional Contractors are necessary to meet Buyer’s needs and/or to obtain additional products or services. Additional Contractors may first be drawn from qualified Bidders which responded to this Bid but were not awarded contracts and/or the Bid may be reopened to obtain Quotes from additional Bidders. Contract reopening will be offered at the sole discretion of MassDOT.

1.1.5 Eligible Entities

Limited User Contract – Restricted to Use by Issuing Entity Only. Any contract resulting from this Bid will be open for use by MassDOT only.

1.1.6 Acquisition Method(s)

Fee for Service

1.1.7 Contract Duration

The expected duration of this contract is as follows:

Contract Duration Number of

Options

Number of

Years/Months Instructions

Initial Duration Eighteen (18) months

The contract will be executed for this initial duration and will begin on the contract start date.

Extension Options 4 Up to Twelve (12)

Months

Four (4) options to extend at up to

Twelve (12) months each.

Total Maximum Contract

Duration

Up to Five (5)

Years and Five (5)

Months

Initial number of months for the initial term, plus all renewal periods

All extensions of the contract term, if any, shall be through executed Contract Amendment mutually agreed to by MassDOT and the vendor. MassDOT is not obligated to extend the contract.

The work is anticipated to start on 09/17/24 (see procurement calendar below).

1.1.8 Contract Expansion

If additional funds become available during the contract duration period, the department reserves the right to increase the maximum obligation to some or all contracts executed as a result of this RFR or to execute contracts with contractors not funded in the initial selection process, subject to available funding, satisfactory contract performance and service or commodity need.

1.1.9 Estimated Value of the Contract

The estimated value of any agreement resulting from this Bid is approximately $1,300,000.00. MassDOT makes no guarantee that any commodities or services will be purchased from any Contract resulting from this Bid. Any estimates or past procurement volumes referenced in this Bid are included only for the convenience of Bidders and are not to be relied upon as any indication of future purchase levels.

1.1.10 General Procurement Information

This RFR does not commit the Commonwealth of Massachusetts or MassDOT to approve a statement of work, pay any costs incurred in the preparation of a Bidder’s response to this RFR, or to procure or contract for products or services. MassDOT reserves the right to accept or reject any and all proposals received as a result of this RFR and to contract for some, all, or none of the products and services as a result of this RFR. Submittals which, in MassDOT’s sole judgement, fail to meet the requirements of the RFR or are incomplete, conditional, obscure or contain additions, deletions, alterations, errors or other irregularities, or are submitted by parties who are deemed incapable of performing the requirements of the agreement may be rejected. MassDOT further reserves the right to negotiate with any or all qualified Bidders and to cancel, in part or in its entirety, this RFR if it is in the best interest of MassDOT to do so.

MassDOT reserves the right to amend this RFR at any time prior to the date the responses are due. Any such amendment will be posted to the Commonwealth’s procurement website, COMMBUYS (www.COMMBUYS.com). It is each Bidder’s responsibility to check COMMBUYS for any amendments, addenda, or modifications to this Bid, and any Bid Q&A records related to this Bid. MassDOT accepts no responsibility and will provide no accommodation to Bidders who submit a quote based on an out-of- date Bid or on information received from a source other than COMMBUYS.

2 ESTIMATED PROCUREMENT CALENDAR

EVENT DATE

Bid Release Date 06/04/2024

Deadline for Submission of Questions through COMMBUYS “Bid

Q&A”

06/18/2024 – 5:00 PM EST

Official Answers for Bid Q&A published (Estimated) 06/20/2024

Bid Amendment Deadline / Online Quote submission begins. Bid documents will not be amended after this date.

06/20/2024 – 5:00 PM EST

Deadline for Quotes/Bid Responses (“Bid Opening Date/Time” in

COMMBUYS)

07/11/2024 – 3:00 PM EST

Oral Presentations for Selected Bidder(s), if any (Estimated) Individual Bidders will be notified approximately a week in advance

Notification of Apparent Successful Bidder(s), if any (Estimated) 08/19/2024

Scope and Negotiations (Estimated) 09/03/2024

Estimated Contract Start Date 09/17/2024

Times are Eastern Standard Time / Daylight Savings (US), as displayed on the COMMBUYS system clock displayed to Bidders after logging in. If there is a conflict between the dates in this Estimated

Procurement Calendar and dates in the Bid’s Header, the dates in the Bid’s Header on COMMBUYS shall prevail. Bidders are responsible for checking the Bid record, including Bid Q&A, on COMMBUYS for

Procurement Calendar updates.

2.1 Written Questions via the Bid Q&A on COMMBUYS

The “Bid Q&A” provides the opportunity for Bidders to ask written questions and receive written answers from MassDOT regarding this Bid. Bidders’ questions must be submitted through the Bid Q&A found on

COMMBUYS (see below for instructions) and prior to the Deadline for Submission of Questions stated in the Estimated Procurement Calendar. The issuing department reserves the right not to respond to questions submitted after this date. It is the Bidder’s responsibility to verify receipt of questions.

Please note that questions submitted to MassDOT using any other medium (including those that are sent by mail, fax, email, or voicemail, etc.) will not be answered. To reduce the number of redundant or duplicate questions, Bidders are asked to review all questions previously submitted to determine whether the Bidder’s question has already been posted.

Bidders are responsible for entering content suitable for public viewing since all questions are accessible to the public. Bidders must not include information that could be considered personal, security sensitive, inflammatory, incorrect, collusory, or otherwise objectionable, including information about the Bidder’s company or other companies. MassDOT reserves the right to edit or delete submitted questions that raise any of these issues or that are not in the best interest of MassDOT, the Commonwealth or this Bid.

All answers are final when posted. Any subsequent revisions to previously provided answers will be dated.

It is the responsibility of the prospective Bidder and awarded Contractor to maintain an active registration in COMMBUYS and to keep current the email address of the Bidder’s contact person and prospective contract manager, if awarded a contract, and to monitor that email inbox for communications from

MassDOT, including requests for clarification. MassDOT and the Commonwealth assume no responsibility if a prospective Bidder’s/awarded Contractor’s designated email address is not current, or if technical problems, including those with the prospective Bidder’s/awarded Contractor’s computer, network, or internet service provider (ISP), cause email communications sent to/from the prospective

Bidder/Awarded contractor and MassDOT to be lost or rejected by any means, including email or spam filtering.

2.2 Locating Bid Q&A

Log into COMMBUYS, locate the Bid, acknowledge receipt of the Bid, and scroll down to the bottom of the Bid Header page. The “Bid Q&A” button allows Bidders access to the Bid Q&A page.

2.3 Amendment Deadline

MassDOT reserves the right to make amendments to the Bid after initial publication. It is each Bidder’s responsibility to check COMMBUYS for amendments, addenda, or modifications to this Bid, and any Bid

Q&A records related to this Bid. MassDOT and the Commonwealth accept no responsibility and will provide no accommodation to Bidders who submit a Quote based on an out-of-date Bid or on information received from a source other than COMMBUYS.

2.4 Oral Presentations/Product Demonstrations

Selected Bidders who are asked to participate in Oral Presentations / Product Demonstrations will be expected to prioritize this in their schedules. MassDOT will make every effort to find a mutually convenient time for the Bidder and MassDOT. However, failure to appear at the scheduled time of the presentation/demonstration may result in disqualification, reduction of points, or other action that

MassDOT deems appropriate. MassDOT may elect not to hold oral presentations.

2.5 Specific Scoping Items

Listed below are the required components of the new aviation system plan, along with other innovative components and white papers that will provide a comprehensive and well-structured approach to meet the evolving needs of the state's aviation system.

TASK 1: INTRODUCTION AND SYSTEM PLANNING OVERVIEW

Task 1.1: Overview of the System Planning Process, Goals, and Vision The consultant, with input from MassDOT Aeronautics, will provide a comprehensive overview of the aviation system planning process, goals, and vision for the Commonwealth of Massachusetts. This will involve a thorough examination of the current aviation landscape, emerging ted industry trends that are shaping the future of aviation, such as AAM, NextGen systems, autonomous flight vehicles, and intermodal connections. The consultant should identify the key components and objectives of the aviation system plan and outline a clear vision for the future of aviation in Massachusetts, focusing on innovation, sustainability, and seamless transportation experiences for the state's residents.

Task 1.2: MassDOT Aeronautics' Aviation Oversight, Program Areas, and Drone Program

The consultant will work with MassDOT Aeronautics to define the various oversight and program areas under their jurisdiction, including but not limited to airport safety, airport development, and aviation system planning. The consultant should identify the roles, responsibilities, and interdependencies of these program areas in the context of the state's aviation system plan. In addition, the consultant should describe the MassDOT Drone Program, including its objectives, regulatory framework, and potential applications within the broader aviation system. This description should include a section on how the drone program integrates into the overall aviation system plan and contributes to the state's vision of a cutting-edge, efficient, and sustainable transportation network.

TASK 2: INVENTORY OF SYSTEM CONDITION AND PERFORMANCE

Task 2.1: Comprehensive Inventory and Data Collection The consultant will conduct a comprehensive inventory and data collection of the existing aviation system in Massachusetts, including the state of Advanced Air Mobility (AAM) Systems. This task will require a thorough examination and analysis of various components that serve as the foundation for the study. The consultant will gather data on airport activity, facilities, constraints, environmental factors, and socioeconomic factors, among other relevant data points. This data will be essential for understanding the current state of the aviation system and identifying areas of improvement and opportunities for innovation.

Task 2.2: Analysis of System Condition and Performance Upon completion of the data collection, the consultant will analyze the information to assess the overall condition and performance of the existing aviation system. This analysis should consider various aspects, such as infrastructure quality, efficiency, safety, environmental impact, and accessibility. The consultant should identify strengths, weaknesses, opportunities, and threats within the system and provide a comprehensive understanding of the current state of Massachusetts' aviation system. This analysis will serve as a baseline for future planning efforts and inform the development of strategies to enhance the aviation system's performance and resilience, ensuring it remains at the forefront of technology and innovation.

TASK 3: FORECASTS OF AVIATION DEMAND

Task 3.1: Traditional Aviation Demand Forecast The consultant will be responsible for developing forecasts of traditional aviation demand, including based aircraft, aircraft operations, and fleet mix for each airport in Massachusetts up to the planning horizon of 2050. This forecast should consider various factors, such as population growth, economic trends, and technological advancements that may influence aviation demand. The consultant should provide a detailed analysis of the forecasted demand, highlighting potential challenges, opportunities, and implications for the aviation system's capacity and infrastructure.

Task 3.2: Non-Traditional Aviation Demand Forecast In addition to traditional aviation demand, the consultant will forecast non-traditional aviation demand, focusing on AAM operations, passengers, last-mile air cargo, and electric grid demand. This forecast should consider the potential growth of AAM systems, autonomous flight vehicles, and other emerging technologies that could impact the aviation system. The consultant should identify and analyze trends, opportunities, and challenges associated with non-traditional aviation demand and provide recommendations on how to integrate these new forms of aviation into the overall aviation system plan.

TASK 4: ASSESS DEMAND/CAPACITY AND IDENTIFY FACILITY NEEDS

Task 4.1: Assessing Demand and Capacity of the Aviation System The consultant will be responsible for assessing the demand and capacity of the aviation system in Massachusetts based on the forecasts developed in Task 3. This assessment should consider both traditional and non-traditional aviation demand and analyze the ability of the existing aviation infrastructure to accommodate the projected growth. The consultant will evaluate the capacity of airports, vertiports, air traffic management systems, and other essential components of the aviation system to identify any potential bottlenecks or limitations.

Task 4.2: Identifying Facility Needs for Each System Airport Based on the demand and capacity assessment, the consultant will identify facility needs for each system airport in Massachusetts. This process should include a thorough analysis of current infrastructure, considering the forecasts for traditional and non-traditional aviation demand. The consultant will determine necessary upgrades, expansions, or new facilities required to accommodate the projected demand and ensure the aviation system's efficiency, safety, and sustainability. These recommendations should be integrated into the overall aviation system plan and inform future capital investment decisions.

TASK 5: IDENTIFY ALTERNATIVE SYSTEM SOLUTIONS

Task 5.1: Develop a Range of Potential System Solutions The consultant will develop a range of potential system solutions to address the identified needs and demands of the aviation system in Massachusetts. These solutions should include both traditional and non-traditional approaches, focusing on maintaining or improving the efficiency, safety, and sustainability of the aviation system.

The consultant should consider the following structure for presenting the alternatives:

a) Status Quo System: Assess the implications of maintaining the existing aviation system without significant changes or upgrades, highlighting the potential challenges and limitations as demand increases.

b) Expansion of the Existing System: Explore the possibilities of expanding and upgrading the current aviation system to accommodate the forecast demand. This alternative should address the identified facility needs and consider the potential benefits and drawbacks of pursuing this approach.

c) New Facilities/Systems Alternative: Investigate the feasibility of developing entirely new facilities or systems to address the growing aviation demand. This alternative should consider innovative technologies, such as AAM systems and autonomous flight vehicles, and evaluate the potential benefits, challenges, and trade-offs associated with pursuing this approach.

Task 5.2: Develop Graphics for Identification of Alternatives As a part of the Identification of Alternatives, graphics depicting each alternative and its function should be developed. These mapping/GIS presentations will ensure that each alternative is presented in a clear, comprehensive, and comparable manner. The consultant should provide information that can be used in the evaluation process such as number of facilities in each system, amount of required new facilities to meet demand, capacity shortfalls, and other relevant factors, to facilitate a thorough and informed evaluation of each alternative.

TASK 6: EVALUATE ALTERNATIVE SYSTEM SOLUTIONS

Task 6.1: Establish Evaluation Criteria The consultant will be responsible for establishing a set of evaluation criteria to assess the alternative system solutions developed in Task 5. These criteria should encompass both traditional and non-traditional factors to ensure a comprehensive analysis. Key criteria to consider include facility needs, facility costs, economic impacts and potential job creation, safety, environmental sustainability, and multimodal connectivity. The consultant should also identify any additional factors relevant to the specific context of Massachusetts' aviation system.

Task 6.2: Assess Alternative System Solutions Using the established evaluation criteria, the consultant will assess each alternative system solution, including the status quo system, expansion of the existing system, and new facilities/systems alternative. This assessment should involve a thorough analysis of the facility costs, benefits, risks, and trade-offs associated with each alternative, as well as the potential impacts on various stakeholders, such as passengers, cargo operators, aviation service providers, and local communities. The consultant should ensure that all aspects of the evaluation process are transparent, well-documented, and defensible.

Task 6.3: Identify the Preferred Alternative System Upon completing the evaluation of alternative system solutions, the consultant should identify and recommend the preferred solution that best addresses the identified needs and demands of Massachusetts' aviation system.

Using the evaluation criteria, a matrix analysis can be developed which scores each alternative, relative to the specific criterion. It is possible that a hybrid alternative, composed of the best features of each of the evaluated alternatives, would appear to best serve the Commonwealth. The consultant should provide a detailed explanation and justification for the preferred alternative, including how it aligns with the objectives of MassDOT, the AAM Integrated Task Force roadmap, and the "Beyond Mobility" initiative. In addition, the selected alternative should identify the potential economic and workforce impacts of non-traditional aviation system development such as

AAM.

TASK 7: DEVELOP RECOMMENDED PLAN AND INCORPORATE NPIAS CHANGES

Task 7.1: Develop the Recommended Plan The consultant will develop a recommended plan that addresses the identified needs and demands of the aviation system in Massachusetts. This plan should be based on the preferred system solution selected during the evaluation process in Task 6. The consultant should ensure that the recommended plan is comprehensive, actionable, and aligned with the goals and vision of the Aviation System Plan. It should include costs for each facility, specific strategies, projects, and initiatives to address the identified facility needs, capacity challenges, and other relevant issues.

Task 7.2: Incorporate NPIAS Changes As part of the recommended plan, the consultant should also incorporate any necessary changes to the National Plan of Integrated Airport Systems (NPIAS). This may involve updating the plan to reflect new or modified airport classifications, funding priorities, or other relevant changes that have been identified during the system planning process. The consultant should ensure that the recommended plan is fully compliant with NPIAS requirements and that it supports the continued eligibility of Massachusetts' airports for federal funding and other assistance.

Task 7.3: Document and Present the Recommended Plan Upon completing the development of the recommended plan, the consultant should prepare a detailed report that clearly outlines the plan's objectives, strategies, and proposed actions. This report should be well-structured, easy to understand, and visually appealing, with appropriate maps, charts, and other graphics to support the presentation of information. The consultant should also be prepared to present the recommended plan to MassDOT and relevant stakeholders, addressing any questions or concerns that may arise during the review process.

TASK 8: CREATE IMPLEMENTATION PLAN

Task 8.1: Develop Detailed Implementation Plan The consultant will develop a detailed implementation plan for the recommended aviation system plan. This plan should outline a clear, step-by-step process for executing the various strategies, projects, and initiatives identified in the recommended plan. The implementation plan should address the timeline, necessary resources, funding, and potential partnerships or collaborations required to successfully carry out each action. The consultant should also consider potential challenges or obstacles that may arise during implementation and propose strategies for overcoming them.

Task 8.2: Establish Regulatory and Policy Framework In addition to the logistical aspects of implementation, the consultant will also recommend a regulatory and policy framework needed to support the proposed aviation system. This may involve reviewing existing regulations, policies, and guidelines, and recommending updates to such items, as well as assisting in developing new ones, as necessary. The consultant should work closely with MassDOT, relevant stakeholders, and industry experts to ensure that the regulatory and policy framework is comprehensive, effective, and aligned with the goals and vision of the Aviation System Plan.

Task 8.3: Coordinate with Stakeholders To ensure a smooth implementation process, the consultant should plan for coordination with all relevant stakeholders, including MassDOT, airport operators, local governments, and community organizations. This will involve keeping stakeholders informed of the implementation plan's progress, addressing any concerns or issues that may arise, and identifying the necessary local approvals or agreements required to move forward with the plan.

Task 8.4: Monitor and Report on Implementation Progress Finally, the consultant should develop a system for monitoring and reporting on the progress of the implementation plan. This may involve developing key performance indicators, benchmarks, or other metrics to track the success of the plan and identify areas where adjustments may be needed. In addition, the consultant may develop new methods of integrating system planning results into MassDOT workflows. Given the innovative nature of the system plan, it is believed that new methods of tracking the Plan should be developed so that digital monitoring systems can alert MassDOT and other stakeholders to upcoming milestones or needed inputs, ensuring that any necessary adjustments are made in a timely manner to keep the plan on track and achieve its objectives.

TASK 9: CONDUCT FUNDING GAP ANALYSIS

Task 9.1: Determine Funding Needs for Recommended Plan The consultant will analyze the funding needs of the recommended aviation system plan. This should include a comprehensive breakdown of the costs associated with each element of the plan, such as infrastructure improvements, technology investments, policy and regulatory development, and other necessary expenditures. It may be desirable to also consider any ongoing operational and maintenance costs associated with the proposed system.

Task 9.2: Analyze Historical and Projected FAA Funding Capabilities In parallel, the consultant should analyze historical and projected FAA funding capabilities to understand the financial resources available to support the recommended plan. This analysis should take into account trends in federal and state funding for aviation, as well as any potential changes in funding policies or priorities that could impact the availability of resources for the proposed system.

Task 9.3: Identify Funding Gaps Based on the analysis of funding needs and available resources, the consultant should identify any gaps or differences between the required funding and the projected FAA funding capabilities. This analysis should highlight specific areas where additional funding may be necessary to implement the recommended plan fully.

TASK 10: TECHNICAL ADVISORY COMMITTEE INTERACTION

Task 10.1: Identify Technical Advisory Group Members The consultant will assist MassDOT Aeronautics in identifying potential Technical Advisory Group (TAG) members.

This group should include experts from various fields related to aviation system planning, such as AAM, NextGen systems, environmental sustainability, and multimodal transportation. Additionally, the consultant should ensure representation from airport managers and other key stakeholders within the Commonwealth of Massachusetts.

The selected TAG members should bring diverse perspectives and valuable insights to the planning process.

Task 10.2: Plan and Conduct TAG Meetings

Throughout the planning process, the consultant will work with MassDOT Aeronautics to organize and conduct a total of four TAG meetings, primarily through virtual means. These meetings should be designed to engage TAG members and facilitate productive discussions on various aspects of the aviation system plan. The consultant should prepare agendas and materials for each meeting, ensuring that relevant topics are covered, and that input and feedback from TAG members are effectively collected. The consultant will incorporate TAG suggestions and insights into the development of the aviation system plan. This information will help in illustrating the collaborative nature of the planning process and ensuring transparency and accountability in the final aviation system plan.

TASK 11: DEVELOP SUMMARY VIDEO

Task 11.1: Create Video Content The consultant will be responsible for creating a short, engaging video that effectively summarizes the aviation system plan and its components. This video should be visually appealing, informative, and accessible to a wide audience. To achieve this, the consultant must develop a compelling narrative and combine it with appropriate graphics, animations, and other visual elements that help convey the key messages of the plan. Prior to any filming, the consultant will coordinate with MassDOT Aeronautics to refine the video's script/storyboard and suggested visuals to ensure clarity and precision. To ensure the video resonates with various stakeholders, the consultant should tailor its content to the needs and interests of policy makers, airport operators, legislators, funding agencies, and other relevant audiences. This may involve emphasizing specific aspects of the plan, such as its economic impact, environmental sustainability, or benefits to local communities. MassDOT will be the final arbiter of the video’s distribution and reach.

Task 11.2: Incorporate Testimonials and Case Studies To further enhance the video's credibility and impact, the consultant should consider incorporating testimonials from key stakeholders, such as airport managers, aviation experts, and local community leaders. These testimonials can offer valuable insights and perspectives on the plan's benefits and its potential to shape the future of aviation in Massachusetts. Additionally, the consultant can include case studies or examples that illustrate the plan's innovative solutions and their potential to transform the state's aviation system.

TASK 12: ADDRESS EXPANDED REGULATORY AND POLICY FRAMEWORK

Based on the analysis of new technologies, responsibilities, and resource requirements, the consultant should work with MassDOT Aeronautics to develop a set of regulatory and policy recommendations for the Division to consider.

This should include a thorough examination of the potential changes in the aviation industry, such as AAM, autonomous flight vehicles, NextGen systems, and other emerging technologies that have the potential to change the regulatory environment in the State. These recommendations should address the challenges posed by the introduction of new technologies and the expanded regulatory and policy framework. The policy recommendations should be practical, actionable, and designed to support the long-term sustainability and effectiveness of the Commonwealth's aviation system.

TASK 13: EXECUTIVE SUMMARY

Task 13.1: Key Findings and Recommendations The consultant will synthesize the key findings and recommendations from the Aviation System Planning Framework. This should include a summary of the most significant insights and conclusions drawn from each task, highlighting the critical aspects that will shape the future of the Commonwealth's aviation system. The format should be easily accessible, visually appealing, and optimized for quick comprehension. The consultant may consider using infographics, charts, and other visual aids to effectively convey complex information in a simplified manner. The consultant should ensure that these key points are presented in a clear, concise, and compelling manner to effectively communicate the importance of the recommended actions. A total of 250 Executive Summaries will be printed and digital originals will be given to MassDOT Aeronautics in the event more are needed.

Task 13.2: Actionable Steps and Priorities To facilitate the implementation of the recommendations, the consultant should outline major actionable steps and priorities within the Executive Summary. This should provide a clear roadmap for decision-makers and stakeholders to follow as they work to advance the goals of the Aviation System Planning Framework. The consultant should emphasize the most urgent and high-impact actions, while also acknowledging the need for flexibility and adaptability in the face of a rapidly evolving aviation landscape. Finally, the consultant should emphasize the potential benefits of the recommended plan, such as improved connectivity, sustainability, and economic growth, as well as the role of innovation in driving these outcomes.

TASK 14: PLAN VERTIPORT SYSTEM

Task 14.1: Vertiport System Analysis The consultant should conduct a thorough analysis of the potential for a vertiport system within the Commonwealth, considering factors such as demand for AAM, existing infrastructure, land use compatibility, and anticipated technological advancements. The analysis should also explore whether the vertiport system should be integrated into the overall Aviation System or treated as a separate sub-system.

Task 14.2: Location and Timing Evaluation The consultant should evaluate potential general (not specific) locations for future vertiports, taking into account factors such as population density, proximity to key transportation hubs, airspace constraints, and environmental considerations. The evaluation should also assess the optimal timing for the development of these vertiports, considering factors such as projected demand, technology maturity, and regulatory readiness.

Task 14.3: Vertiport Design and Infrastructure The consultant should explore various vertiport design concepts and infrastructure requirements, considering both current and emerging technologies. This should include an assessment of the necessary facilities and services, such as electric charging infrastructure, air traffic management systems, and passenger/cargo handling facilities. It should also include factors such as corridor placement, deconflicted operations, separation management, and the impact of weather conditions on system capacity. In addition, consideration should be given to noise and environmental impacts, safety and security, and public acceptance. The consultant should also evaluate the potential for integrating vertiports with other transportation modes, such as rail, bus, and bike-share systems, to facilitate seamless intermodal connectivity.

Task 14.4: Limited 3D Fast-Time Simulation Modeling: By including Limited 3D Fast-Time Simulation Modeling, it would allow for conducting what-if analyses, identifying capacity bottlenecks, testing various use cases, and assessing weather-resilient system capacity. It would also allow planners to test and optimize different aspects of the system, such as traffic patterns, noise levels, and environmental impact, before any physical infrastructure is built. This simulation would use the latest tools for creating digital twins, incorporating real-time data, machine learning, and artificial intelligence to enable detailed analysis and insight into the performance and potential issues of the entity it represents. This can allow for better decision making, risk mitigation, and process optimization.

TASK 15: IDENTIFY AND INTEGRATE NEW SOFTWARE/TECHNOLOGY NEEDS

Task 15.1: Assessment of Software and Technology Needs The consultant will assess the software and technology needs required to support the implementation of the Aviation System Plan. This should include a review of existing systems, tools, and platforms used by MassDOT Aeronautics and other stakeholders, as well as an evaluation of potential new software and technology solutions that could enhance the efficiency and effectiveness of the plan's implementation. The assessment should consider factors such as data management, decision support, performance tracking, and stakeholder communication.

Task 15.2: Integration of System Plan Outputs

The consultant should identify opportunities to integrate the outputs of the Aviation System Plan as inputs to digital systems, such as geographic information systems (GIS), asset management systems, and other relevant platforms.

This should involve the recommendation of data standards, protocols, and interfaces that ensure the seamless flow of information between the plan and these digital systems. The consultant should also explore opportunities for leveraging advanced analytics, artificial intelligence, and other emerging technologies to support decision-making and performance monitoring.

Task 15.3: Recommendations for Software and Technology Solutions Based on the assessment and integration efforts, the consultant should provide recommendations for software and technology solutions that can support the implementation of the Aviation System Plan. These recommendations should consider factors such as cost, functionality, interoperability, scalability, and ease of use. Where applicable, the consultant should also provide guidance on procurement strategies, implementation timelines, and potential partnerships with technology providers.

TASK 16: DEVELOP USER INTERFACE TOOLS

Task 16.1: Identify User Needs and Preferences If desired by MassDOT Aeronautics, the consultant should engage airport managers and sponsors to identify their needs and preferences for accessing the Aviation System Plan results. This process should involve discussions, interviews, and surveys to gather input on desired functionalities, data formats, and visualization techniques. The consultant should also evaluate the technical capabilities and resources available to these users to ensure that the developed tools are user-friendly and compatible with existing systems.

Task 16.2: Design User Interface Tools Based on the identified user needs and preferences, the consultant should recommend user interface tools that allow airport managers and sponsors to access and interact with the system plan results efficiently and effectively.

These tools may include interactive web applications, mobile apps, or other platforms that support data visualization, reporting, and customization. The design process should involve iterative feedback and testing with target users to ensure that the tools meet their needs and expectations. The final result would be a recommended set of options for MassDOT to display the results of the system plan to those who would use the results for their planning and coordination – mostly airport managers and sponsors.

TASK 17: MASSDOT AERONAUTICS STRATIGIC OPERATING PLAN

For this Task, the consultant will develop a comprehensive and actionable Strategic Operating Plan for the MassDOT Aeronautics Division. The plan will be based on the synthesized recommendations from the Aviation System Plan and tailored to address the specific challenges and opportunities identified within the system plan, as well as other identified needs provided by MassDOT Aeronautics. The Strategic Operating Plan will have a short-term focus, covering a 5-year period, and will include the following components:

a. Organization and Staffing: Assess the current organizational structure of the MassDOT Aeronautics Division, including the Advanced Technology Group and the Core Planning Group, and recommend an optimized structure that supports the future needs of the division. Identify any skill gaps or staffing needs and propose strategies to address them.

b. Funding: Evaluate the current funding mechanisms and identify any opportunities for improvement, diversification, or reallocation of resources to better align with the Division's strategic goals and priorities.

c. Performance Metrics: Develop a set of performance metrics to track progress against the Strategic Operating Plan's goals and objectives, ensuring that the plan remains adaptable and responsive to changing conditions in the aviation industry.

d. Collaboration and Partnerships: Identify opportunities for collaboration and partnerships with agencies such as Massport, MBTA, MassAutonomy, the ITF, stakeholders, and the private sector to support and enhance the overall effectiveness of the MassDOT Aeronautics Division.

e. Technology Integration: Assess the potential for integrating new and emerging technologies into the operations of the MassDOT Aeronautics Division, considering both the Advanced Technology Group and the Core Planning Group. Recommend strategies for adoption and implementation (using findings from Task 15 above), ensuring that the Division remains at the forefront of aviation advancements.

f. Communication and Outreach: Develop a communication and outreach plan to effectively share the Strategic Operating Plan's goals, objectives, and progress within state government, as appropriate.

g. Implementation Timeline: Create a detailed implementation timeline for the Strategic Operating Plan, outlining key milestones, responsibilities, and resource requirements. This timeline should be flexible to accommodate any potential changes in the aviation industry or the Division's priorities.

2.5.1. WHITE PAPERS

The purpose of the White Papers is to provide MassDOT Aeronautics with concise, actionable, and focused information on a variety of aviation-related topics. These papers will equip the Division with the necessary knowledge to make informed decisions on policy, funding, and other actions related to these issues. The following guidelines apply to all White Paper tasks:

1. Length: White Papers should be brief, ranging from 2 to 10 double-sided pages in length.

2. Focus: Each White Paper should be centered on a specific topic, with a clear roadmap for MassDOT

Aeronautics to address the issue, if applicable. They should be succinct and to the point, presenting only the most relevant and important information.

3. Expert Consultation: Consultants may consult with subject matter experts or borrow from others’ existing work to provide the best recommendations for MassDOT Aeronautics.

4. Informing Policy: The primary goal of these White Papers is to inform policy, funding, and other actions, enabling MassDOT Aeronautics to effectively deal with the impacts of each issue on the aviation system.

5. External Factors: It is acknowledged that some issues may be beyond MassDOT Aeronautics' ability to influence or change. In these cases, the White Papers should focus on how the Division can effectively manage and adapt to the impacts of these issues on the aviation system.

Following these guidelines, consultants should develop individual White Papers on the topics listed in the task description.

White Paper A: Drones/Vehicle Technology and Future Applications Explore the future of drones and vehicle technology in aviation, identifying potential applications and their implications for the Massachusetts Aviation System. The consultant should provide a brief introduction to drones and vehicle technology, including definitions, classifications, and an overview of current technologies. The consultant should explore potential future applications of drones and vehicle technology in the aviation sector, such as cargo delivery, passenger transportation, and infrastructure inspection. The paper should examine the benefits and challenges associated with these applications and their potential impact on the aviation system in Massachusetts.